ZipRecruiter

Log In

1

Bilingual Financial Advisor Jobs (NOW HIRING)

GTE Financial

Financial Advisor

Tampa, FL · On-site

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Bilingual (English/Spanish) is preferred but not required. * Strong proficiency in financial ...

GTE Financial

Financial Advisor

Tampa, FL · On-site

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Bilingual (English/Spanish) is preferred but not required. * Strong proficiency in financial ...

Commerce Bancshares

Financial Advisor

Wentzville, MO · On-site

$50K/yr

For over 35 years, Commerce Financial Advisors has been working to help clients achieve their ... bilingual, or shift) that could be associated with the position or where it is filled. At Commerce ...

Commerce Bank

Financial Advisor

Peoria, IL · On-site

$50K/yr

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial ... bilingual, or shift) that could be associated with the position or where it is filled. At Commerce ...

Commerce Bank

Financial Advisor

Kansas City, MO · On-site

$50K/yr

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial ... bilingual, or shift) that could be associated with the position or where it is filled. At Commerce ...

Commerce Bank

Financial Advisor

Wentzville, MO · On-site

$50K/yr

For over 35 years, Commerce Financial Advisors has been working to help clients achieve their ... bilingual, or shift) that could be associated with the position or where it is filled. At Commerce ...

next page

Showing results 1-20

All JobsBilingual Financial Advisor Jobs

Bilingual Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do bilingual financial advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for bilingual financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a bilingual financial advisor?

A Bilingual Financial Advisor helps clients manage their finances, create investment strategies, and plan for financial goals while communicating in multiple languages. They work with diverse clients to provide tailored financial advice, ensuring language is not a barrier to understanding financial options. This role requires expertise in financial planning, investment products, and regulatory compliance, along with strong communication skills in two or more languages.

What are the key skills and qualifications needed to thrive as a bilingual financial advisor?

To thrive as a Bilingual Financial Advisor, you need strong analytical skills, in-depth knowledge of financial products, and proficiency in at least two languages, typically supported by a relevant degree and industry licenses such as Series 7 or CFP certification. Competence with financial planning software, customer relationship management (CRM) systems, and financial modeling tools is essential. Exceptional communication, cultural sensitivity, and relationship-building abilities help advisors connect with diverse clients and establish trust. These skills ensure you can effectively guide clients from different backgrounds toward their financial goals while maintaining compliance and client satisfaction.

What are the main challenges bilingual financial advisors face in their daily work?

Bilingual Financial Advisors commonly face the challenge of communicating complex financial information clearly to clients who may have varying levels of financial literacy and language proficiency. They must also stay updated on regulatory requirements and adapt strategies for culturally diverse client needs. Balancing accurate, compliant advice with the ability to tailor solutions across language barriers can be demanding, but it also provides the opportunity to build strong client loyalty and trust. Advisors often collaborate closely with team members and other departments to ensure clients receive comprehensive service.

More about Bilingual Financial Advisor jobs

What cities are hiring for Bilingual Financial Advisor jobs?

Cities with the most Bilingual Financial Advisor job openings:

What are the most commonly searched types of Bilingual Financial Advisor jobs?

The most popular types of Bilingual Financial Advisor jobs are:

What states have the most Bilingual Financial Advisor jobs?

States with the most job openings for Bilingual Financial Advisor jobs include:

What job categories do people searching Bilingual Financial Advisor jobs look for?

The top searched job categories for Bilingual Financial Advisor jobs are:

Bilingual Financial Advisor jobs near you
Infographic showing various Bilingual Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Bilingual Financial Advisor

NYL - Patrick Piscitelli

Bridgewater, MA • On-site

Full-time

Re-posted 7 days ago

Job description

Description
Join NYL - Patrick Piscitelli as a Bilingual Financial Advisor and make a real impact in people's lives. You'll empower individuals and families to achieve their financial goals with guidance that's both practical and personalized. We believe in nurturing talent, so you'll have access to career development opportunities and competitive pay to help you thrive. With our commitment to work-life balance and a supportive team culture, you'll feel part of a community that values your growth and well-being.
As part of a Fortune 100 company with over 175 years of history, you'll enjoy the stability and trust that come with our financial strength. We're proud of our A++ Superior rating from A.M. Best and our focus on long-term success. Your role will be vital in maintaining this legacy, as you'll be accountable to our policyholders, ensuring their needs are met with integrity and excellence. If you're ready to advance your career in a dynamic and inclusive environment, let's take the next step together.
Responsibilities
• Guide clients in developing personalized financial plans that align with their goals and aspirations.
• Conduct thorough financial assessments to understand clients' needs and provide tailored solutions.
• Educate clients on various insurance and investment options, ensuring they make informed decisions.
• Maintain regular communication with clients to review their financial progress and adjust plans as needed.
• Collaborate with team members to share insights and strategies for optimizing client outcomes.
• Stay updated on industry trends and regulatory changes to provide clients with the most current advice.
• Build and nurture long-term relationships with clients, fostering trust and loyalty through exceptional service.
Qualifications
• Proven track record of delivering personalized financial plans that align with clients' goals.
• Experience in conducting comprehensive financial assessments to identify client needs and provide tailored solutions.
• Ability to educate clients on a range of insurance and investment options, ensuring informed decision-making.
• Strong communication skills to maintain regular client interactions and adjust plans as needed.
• Collaborative mindset to work effectively with team members, sharing insights and strategies.
• Commitment to staying updated on industry trends and regulatory changes to offer current advice.
• Demonstrated ability to build and nurture long-term client relationships, fostering trust and loyalty through exceptional service.

Apply